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A comprehensive estate plan includes a will, a plan to minimize the capital gains liability and provide for any family income needs. This often involves life insurance which is an effective tool to maximize the size of your estate and pay any tax liability cost effectively. I will design an estate plan tailored specifically for your situation because every person is a unique individual.
We provide both personal and business insurance solutions for your financial security.
Business Insurance solutions:
• Partnership insurance
• Buy/Sell agreements
• Key Person insurance
• Business Disability insurance
• Business/Office Overhead
• Collateral Loan insurance
• Group Health Benefits
Personal Insurance solutions to protect you and your family:
• Life Insurance
• Critical Illness insurance
• Long-Term Care insurance
• Estate Preservation
• Individual Health and Dental Plans
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